In our December issue, we focused on the seamless interaction between Universal Office and HCAI. Let’s continue that discussion with a few Universal Office tips and tricks to help you manage your HCAI files:
How do I clear out documents from HCAI Tracking Manager?
Documents can only be cleared out, or filed and removed from the Adjuster Response list. Select the folder, and place a checkmark beside each document to file. Then, click To File at the bottom of the screen. Once this button is clicked, the documents will be removed from the Adjuster Response list. You can then access it directly in the patient’s file. Please note that once a document has been filed, there is no way to bring it back into the HCAI Tracking Manager, but you still can find the ‘filed’ document by using the search option in HCAI Tracking Manager.
What do I do with invoices that accumulate in HCAI tracking Manager?
OCF-21s seldom get explicit approval by Adjusters, which means they will accumulate in the Successfully Delivered folder of the HCAI Tracking Manager. We recommend that you manually change the status to Approved once the invoice is paid.
How do I remove a “draft” document from HCAI tracking Manager?
Draft documents appear in the Documents to Review folder, which means that the document has never been saved as HCAI Compliant. In order to remove the document from HCAI tracking Manager, you must save it as HCAI Compliant, or delete it from the patient’s file.
